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Asian share valuations fall as higher trade war risks priced in

Published 08/12/2019, 03:40 PM
Updated 08/12/2019, 03:50 PM
Asian share valuations fall as higher trade war risks priced in
MIAP00000PUS
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Aug 12 (Reuters) - Valuations of Asian shares have dropped
sharply over the past month, as regional markets slumped after
the United States escalated its trade war with Beijing by
threatening to put tariffs on all its imports from China.
Asian stocks' average forward 12-month price-to-earnings
ratio (P/E) fell to 11.1 times at the end of last week, compared
with about 12.7 times a month ago, Refinitiv data showed.
Fears about trade war damage worsened after President Donald
Trump said he would slap a 10% tariff on the remaining $300
billion of Chinese imports not already covered by extra duties,
starting Sept. 1.
"Trade tension appears to be well-priced, but we think
rebound potential is low given our no-deal baseline," said
Goldman Sachs in a report over the weekend. "We no longer expect a trade deal before the November 2020
US presidential election," the brokerage said.
Through Aug. 9, MSCI's broadest index of Asia-Pacific shares
ex-Japan .MIAP00000PUS had fallen 3.9% this month.
China, Hong Kong and India stocks saw the biggest declines
in P/E ratios over the past one month, the data showed.
Despite the sharp fall, Indian shares remained the priciest
in the region, with an average forward price/equities ratio of
16.06, highest among its regional peers, followed by Malaysia
with a P/E of 15.49.
China stocks were trading at a P/E of 9.05, lowest in the
region.


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